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About the Role

The Financial Services Program Executive (PE) is a senior, executive-facing individual contributor responsible for leading large, complex customer transformation programs. This role owns the end-to-end program P&L, leads the Salesforce project team, manages executive customer relationships, and ensures successful delivery of strategic accounts and enterprise implementations. The PE will leverage their expertise to act as a strategic advisor, crafting innovative strategies and driving measurable business outcomes through AI and agentic workflows.

Responsibilities

Own the end-to-end program P&L.
Lead the Salesforce project team.
Run the steering committee.
Manage the executive customer relationship.
Manage scope and govern the budget.
Surface risk before it becomes an escalation.
Create the program strategy, management approach, and governance.
Guide the customer at the executive and program level to align on objectives, outcomes, and KPIs.
Serve as the executive-facing delivery contact for engagements, responsible for communications up to the CxO level.
Earn trust through consistent forecasting, honest risk communication, and follow-through.
Lead, inspire, and uplift Salesforce Professional Services team members, coaching them to perform at a higher level.
Contribute to internal processes, artifacts, and methodologies that raise the floor for service delivery.
Oversee end-to-end service delivery and meet every contractual commitment.
Work with the customer to amend and approve changes as necessary.
Manage bid-versus-delivered margin.
Drive transformational changes, especially around AI and agentic capabilities, to achieve customer objectives.
Align IT strategy, governance, processes, and stakeholder decisions to ensure system satisfaction, adoption, and consumption.
Anticipate, mitigate, and manage risk to Salesforce and the customer.
Take decisive program action to address risk profiles.
Raise signals with a recommended path, not just a problem statement.
Build and expand business relationships to enable Salesforce to support, transform, and win business.
Work with Sales, Success, Technology & Product, and Support to drive customer adoption initiatives.
Ensure alignment with Sales and develop multi-threaded executive relationships within accounts.
Proactively identify and escalate delivery risks with clear examples of surfacing issues early enough to course-correct outcomes.

Requirements

Demonstrated experience applying AI productivity tools, automation, or agentic workflows within a professional services or program delivery context.
Able to articulate measurable impact on delivery efficiency, team output, or customer outcomes.
12+ years of professional services or consulting delivery experience, with direct accountability for program execution across financials, risk, scope, and customer outcomes.
Demonstrated track record leading large, complex programs ($10M+) with measurable outcomes that have positively impacted the business.
5+ years leading large, cross-functional delivery teams across multiple geographies and workstreams, with the ability to lead both direct and indirect team members, including third-party system integrators, without positional authority.
Direct experience managing program financials at the engagement level, including forecasting to budget, financial management, revenue control, earned value analysis, contingency management, and delivered-versus-bid margin.
End-to-end knowledge of the concepts, practices, procedures, and deliverables associated with system development, implementation, and operational readiness.
Ability to partner with technical teams on comprehensive operational planning and address technical issues as they arise.
Proven ability to lead steering committee and executive-level customer relationships.
Ability to conduct difficult data-driven conversations around budget, resources, timelines, and formal outcomes and drive decisions under pressure.
Experience conducting structured sales-to-delivery handoffs or equivalent intake processes that establish delivery from a position of clarity.
Demonstrated ability to identify and escalate delivery risk proactively with clear examples of surfacing issues early enough to course-correct outcomes before they reach the customer.
Ability to collaborate effectively across global time zones and geographies.
Outstanding executive presence and communication skills, verbal and written, including the ability to lead high-powered workshops and effectively tailor messaging based on audience.
Must be able to operate as a fully billable IC.

Skills

AI productivity tools
Automation
Agentic workflows
Program execution
Financial management
Risk management
Scope management
Customer relationship management
Cross-functional team leadership
Steering committee leadership
Executive-level communication
Workshop facilitation
Strategic advisory
IT strategy
Process improvement
Governance
Partnership management
System development
Implementation
Operational readiness
Technical issue resolution
Salesforce platform
Agentforce
Financial Services domain expertise
Negotiation
Conflict resolution

Location

California
New York
Boston
Chicago
Seattle
Washington DC

Work Type

Full-time
Onsite

Experience Level

12+ years of professional services or consulting delivery experience
5+ years leading large, cross-functional delivery teams
10+ years using and/or implementing the core Salesforce products

Education Level

Bachelor's degree required
PMP, PgMP, or SAFe certification, or equivalent demonstrated program management discipline
Agile SCRUM Master certification
Salesforce platform certifications

Salary/Compensations

$212,700 - $374,400 annually
$255,300 - $408,500 per year in California and New York, and select cities in the metropolitan areas of Boston, Chicago, Seattle, and Washington DC

Benefits

Time off programs
Medical
Dental
Vision
Mental health support
Paid parental leave
Life and disability insurance
401(k)
Employee stock purchasing program
Global education reimbursement program

About the Company

Salesforce is the #1 AI CRM, where humans with agents drive customer success together.
The world of work as we know it is changing and we're looking for Trailblazers who are passionate about bettering business and the world through AI, driving innovation, and keeping Salesforce's core values at the heart of it all.
Agentforce is the future of AI, and you are the future of Salesforce.

Equal Opportunity

Salesforce is an equal opportunity employer and maintains a policy of non-discrimination with all employees and applicants for employment.
Salesforce believes in equality for all and is committed to creating a workplace that’s inclusive, and free from discrimination.
Any employee or potential employee will be assessed on the basis of merit, competence and qualifications – without regard to race, religion, color, national origin, sex, sexual orientation, gender expression or identity, transgender status, age, disability, veteran or marital status, political viewpoint, or other classifications protected by law.
This policy applies to recruiting, hiring, job assignment, compensation, promotion, benefits, training, assessment of job performance, discipline, termination, and all other aspects of employment.
Recruiting, hiring, and promotion decisions at Salesforce are fair and based on merit.
Pursuant to the San Francisco Fair Chance Ordinance and the Los Angeles Fair Chance Initiative for Hiring, Salesforce will consider for employment qualified applicants with arrest and conviction records.